Filed March 24, 2025 (most recent of 12 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,378 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,959 |
Filed as: TURNER, WARREN, HWANG & CONRAD Service code 49 · EIN 95-4083485 | Other Services | $8,950 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,383 | $111,608-4.7% | $177,821-40.2% | $73,409+44.9% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.7pp | 72.2%+27.2pp |
| Annual return | 17.61% | 18.23%-0.6pp | 48.32%-30.7pp | 59.29%-41.7pp |
| Employer contribution / active EE | $5,898 | $3,796+55.4% | $5,918-0.3% | $2,234+164.0% |
| Participant deferral / active EE | $5,752 | $6,199-7.2% | $7,714-25.4% | $3,805+51.1% |
| Admin fee / account holder | $278 | $166+67.8% | $12,427-97.8% | $158+76.0% |